tag:blogger.com,1999:blog-1071929283851324412.post3749572092849619031..comments2023-11-05T06:12:15.691-05:00Comments on VIX Review: The Schizophrenic Market.Beamer Doghttp://www.blogger.com/profile/13885984304062855191noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-1071929283851324412.post-77975035643923043872009-03-30T00:01:00.000-04:002009-03-30T00:01:00.000-04:00Erik, VMWare is way overpriced for what they can e...Erik, VMWare is way overpriced for what they can earn moving forward. Their price right now is assuming they will have great earnings. Look at their balance sheet. Shareholder equity is almost 2x net asset value. If they miss, shareholder equity should get more inline with net asset value so I look for a 30-40% drop in the price.Beamer Doghttps://www.blogger.com/profile/13885984304062855191noreply@blogger.comtag:blogger.com,1999:blog-1071929283851324412.post-60351534259982134082009-03-29T23:40:00.000-04:002009-03-29T23:40:00.000-04:00whats your opinion on VMW? curious...i agree w/ go...whats your opinion on VMW? curious...<BR/><BR/>i agree w/ goog.<BR/><BR/>its trading like everyone is totally pricing it in they will BLOW out ER. (which hey, they might very well)...but i think the risk reward is starting to look really good on some may puts on goog.<BR/><BR/>if they beat er, i think it's priced in, i mean they are over a 25 multiple already.<BR/><BR/>if they miss, i think they see 250 by end of the month.Erikhttps://www.blogger.com/profile/12581489893598823737noreply@blogger.com